Required context
- Interview transcript
- Research questions
- Theme taxonomy
- Evidence standards
Playbook example · Research
Customer interview synthesis
Transcript → themes → evidence → summary → review → released synthesis.
The anatomy
What this playbook carries.
A playbook is not a prompt template. It is the working method: the inputs, steps, review gate, visible evidence, review record, and version history around recurring AI-assisted work.
Review gate
Research owner checks that each theme is backed by source evidence.
Review record
Each record holds what was reviewed, the evidence it was built from, where a human signed off, and the version it proposes.
The record one run leaves behind.
Every reviewed run leaves the same record: what was reviewed, the evidence it was built from, where a human signed off, and the version the next run inherits.
Review record
Customer interview synthesis
What was reviewed
Customer interview synthesis playbook
Visible context/evidence
Interview transcript, Research questions
Review gate
Research owner checks that each theme is backed by source evidence.
Next version
Version proposed for the next run
Start with one workflow.
Bring this workflow, or one your team already repeats, and shape it into a shared, reviewable playbook with the steps, the review gate, and the version built in.